+2,331.0%
LITE vs WING
+342.3%
+1,988.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.0% | +5.0% | +4.2% |
| 7D | -1.5% | -3.9% | +2.3% | -0.7% |
| 30D | +6.7% | -11.6% | +18.2% | +8.9% |
| 3M | -6.8% | -24.2% | +17.4% | -2.2% |
| 6M | +29.4% | -54.1% | +83.5% | +52.8% |
| YTD | +139.1% | -53.9% | +193.0% | +175.0% |
| 1Y | +521.0% | -64.4% | +585.3% | +663.8% |
| 3Y | +1,535.3% | -30.2% | +1,565.5% | +1,471.0% |
| 5Y | +889.8% | -34.1% | +924.0% | +810.1% |
| All | +2,331.0% | +342.3% | +1,988.8% | +1,177.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded WING wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling